APEX TAX & FINANCIAL PLANNING

APEX TAX & FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 310747). Regulatory assets under management: $24.2M.

Registration

• CRD: 310747
• Type: Registered investment adviser
• Phone: 206-369-1054
• Latest filing: 2026-01-23
• Regulatory AUM: $24.2M
• Discretionary AUM: $24.2M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search